When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow. Realizing the need to take greater control over your financial life is the first step in planning for your financial future. Choosing to work with someone who has the ability and resources to best address those needs is the next.
We are more than advisors helping to grow and protect your wealth. We are also guides and architects identifying your financial blind spots, evolving with you as your priorities change and helping you build the future you envision. We offer solid financial planning that is built on the pillars of integrity, trust, and service by a team that specializes in a variety of areas to meet all of a client’s needs.
George Starnes, David Van De Water, and Chad Dowdy have more than 80 years combined experience, and their areas of expertise include Wealth Management, Fee-Based Planning, Trust Services, Retirement Income Planning, Financial Planning, Investment Strategies, Estate Planning, and Business Succession Planning. As your wealth management advisor, we will listen, clarify, and help prioritize your goals and aspirations before developing a personalized financial plan designed to help you achieve your vision for the future.